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How Do I Set Up the Chrome Extension?

Ally Dodds
  • Updated
 

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The Loopio Chrome Extension is an extension for the Chrome Browser that allows you to create Projects in Loopio from an RFP, Security Questionnaire, or others sales questionnaire in a portal. You can then respond to the RFP normally within Loopio, and use the extension to easily transfer your answers to the portal.

To learn about using the Chrome Extension, read on: Working on Projects with the Chrome Extension

Setting Up The Google Chrome Extension

There are two ways to access the Google Chrome Extension for download, depending on your Loopio permissions: Through the Admin tab or from the “New Project” modal.

Note: Should any questions arise, please reach out to our Professional Services Team for assistance: Send an email to Professional Services

To Download the Chrome Extension From the Admin Tab

Permissions Required: General Administration, Level 1 (Manager) permissions are required to download the Chrome Extension from the Admin tab.

  1. Click Admin in your top navigation bar
  2. Click Integrations
  3. Click View on Chrome Web Store in the Chrome section of the Integrations page

    Screenshot of the Integrations Page in Loopio showing the Chrome Extension
  4. In the Chrome Web Store, click Add to Chrome

    A screenshot of the Loopio integration in the Chrome Extension Store
  5. Click Add extension on the dialog box that appears

    A screenshot of the Loopio Chrome Extension install modal instructing the user to select Add extension
  6. Click the Loopio icon in the top right corner of your Chrome browser window

    A screenshot instructing users to click the Loopio symbol in the Chrome bar
  7. Enter your Loopio subdomain (the part of your Loopio site name before .loopio.com)

    Screenshot of the URL of a Loopio instance
  8. Click Continue to Login
  9. You will be redirected to Loopio to log in to your Loopio account

    A screenshot of the loading screen of the Chrome Extension
 

Tip: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically

To Download the Chrome Extension From the the “New Project” Modal

 

Permissions Required: Projects, Level 2 (Creator) permissions required to download the Chrome Extension from the “New Project” modal.

  1. Click Projects in your top navigation bar
  2. Click + New Project
  3. Click “Working with Web Portals?” at the bottom of the modal

    The New Project modal in the Loopio Project Space
  4. In the Chrome Web Store, click Add to Chrome

    A screenshot of the Loopio integration in the Chrome Extension Store
  5. Click Add extension on the dialog box that appears

    A screenshot of the Loopio Chrome Extesion install modal instructing the user to select Add extension
  6. Click the Loopio icon in the top right corner of your Chrome browser window

    A_screenshot_instructing_users_to_click_the_Loopio_symbol_in_the_Chrome_bar.png
  7. Enter your Loopio subdomain (the part of your Loopio site name before .loopio.com) and click Continue to Login

    A_screenshot_of_the_loading_screen_of_the_Chrome_Extension.png

    You will be redirected to Loopio to log in to your Loopio account

TIP: If you are already logged in to Loopio, you will be logged in to the Chrome Extension automatically

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